Harry Kelleher & Co., Inc. appreciates your business and is committed to protecting the privacy of your personal information. We do not sell your personal information to anyone. We do business with multiple insurance carriers and financial institutions, and for certain lines of coverage, your personal information is fundamental in our ability to serve you better. This notice is to inform you about the information that we may collect about you and the practices that we use in handing this information.
In order to service your accounts and better understand your needs, we may collect non-public personally identifiable information about you from the following sources:
Applications or other completed forms that we receive from you (such as your name, address, phone number, date of birth and social security number);
Consumer reporting agencies and State Motor Vehicle Department
We may disclose or share Personal Information to affiliated or non-affiliated third parties as necessary to process or service requested or authorized transactions, such as to secure quotations for insurance, obtain insurance coverage, or to report or process claims. We may also disclose Personal Information to other companies that perform services on our behalf and to other institutions, such as insurance companies, with whom we have joint marketing arrangements. We do not disclose Personal Information to non-affiliated third parties except to the extent permitted by law. We do not disclose “Non-transactional Personal Information” that does not arise directly from our transactions or experiences with you, as described under the Fair Credit Reporting Act, such as information we receive from consumer reporting agencies.
We do not disclose or share Personal Information about your health, medical conditions or treatment except as necessary to process or service requested or authorized transactions or as otherwise permitted or required by law.
With respect to Personal Information that we maintain, we restrict access to such information to those employees or service providers who need to know such information in order to provide the requested services of products. We also maintain reasonable physical, electronic, and procedural safeguards that comply with federal regulations to guard Personal Information.